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Acutaas Chemicals registered a strong performance in Q1FY26. Revenue, EBITDA and PAT registered strong growth of 17%,73% and 218% respectively on YoY terms albeit from a weak base. We believe the company will can clock in revenue CAGR of 25-30% for the next 2 years with margins upwards of 23%. The growth will be propelled by strong growth in the advanced pharma intermediates business owing to strong traction in CDMO business and targeting of more molecules which will go off patent. We believe that strong traction in key molecules will continue along with further scale up of CDMO business with...
Voltamp Transformers (VAMP) reported a soft operational performance in Q1FY26. Revenue and EBITDA declined by 1% and 4% while PAT remained flat on YoY basis buoyed by higher other income led by higher mark to market gains. VAMP clocked in sales volume of 3,260 MVA in Q1FY26 which is a decline of ~8% YoY in MVA terms. Voltamp has been a preferred vendor amongst its clients due to its prudent execution track record and working capital management despite the cyclical nature of the business. We believe growth will be soft over FY26 owing to capacity constraints. However, we expect significant pick up in volume...
TeamLease (TEAM)'s 1QFY26 revenue growth of 12% YoY was below our estimate of 16% YoY growth. General Staffing grew by 2% QoQ, while Specialized Staffing grew 12% QoQ.
Driven by the initial consolidation of Heubach (for 28 days; y/y, q/q not comparable), which brought Rs5.25bn revenue and a 55.8% gross margin in Mar, Sudarshan Chemicals’ Q4 FY25 revenue was up 77% y/y to Rs13.5bn and adj. EBITDA, 24% y/y to Rs1.48bn.
ABD reported strong volume-led performance with driven by 44% growth in P&A segment, increasing its volume/ value saliency to 46%/ 56% from 37%/ 46% last year.
Greenply’s Q1 revenue grew 2.9%y/y to Rs6bn. Easing input costs pushed the gross margin up 205bps y/y to 42.8%. Higher employee and other expenses restricted the EBITDA margin improvement to 34bps y/y, to 10.3%. Adj. PAT fell 27.6% y/y to Rs240m.
Despite MOIL reporting its highest quarterly production of 0.502m tonnes (up 6.8% y/y) in Q1, sales were down 21.4% y/y to 0.356m tonnes. We believe, when Q1 crude steel production rose 10.4% y/y (40.3m tonnes), the early monsoon in May’25 cut MOIL’s offtake.
Voltamp Transformers (VAMP) reported a revenue decline of 1.1% YoY due to deferment of Rs470mn in revenue with EBITDA margin contracting by 55bps YoY to 17.1%. Strong demand momentum continues, backed by sustained public and private sector capex across key industries. The company is witnessing strong order inquiries from high-growth segments such as data centers, steel, cement, oil & gas, and green energy. To capitalize on this, the company's 6,000...
Chemplast Sanmar (CSL) has been enduring challenges over the past two years due to a weak cycle in PVC business; finally, early signs of consolidation have surfaced, and policy action should aid business recovery.
